Todvest

Todvest (CRD# 174166) is a financial advisory firm headquartered in , . They manage $800,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $114,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Todvest
Showing 1 - 4 of 4 top financial advisors.
1
Kimberly J. Mellinger-Cheng
CRD#: 6449219
18002 Irvine Blvd, Ste 105, Tustin, CA 92780
87
Wealthminder
score

Kimberly Mellinger-Cheng (CRD# 6449219) is an Investment Advisor Representative working at Todvest in Tustin, CA and has 1 year of experience in the finance industry.

2
Nancy Navarro-Walker
CRD#: 6449218
18002 Irvine Blvd, Ste. 105, Tustin, CA 92780
87
Wealthminder
score

Nancy Navarro-Walker (CRD# 6449218) is an Investment Advisor Representative working at Todvest in Tustin, CA and has 1 year of experience in the finance industry.

3
Mukunda Singhal
CRD#: 6515204
Torrance, CA
87
Wealthminder
score

Mukunda Singhal (CRD# 6515204) is an Investment Advisor Representative working at Todvest in Torrance, CA and has 1 year of experience in the finance industry.

4
Maxim Todorov
CRD#: 6428524
Yorba Linda, CA
76
Wealthminder
score

Maxim Todorov (CRD# 6428524) is an Investment Advisor Representative working at Todvest in Yorba Linda, CA and has over 2 years of experience in the finance industry.

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